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TD Private Client Wealth’s UWM Holdings UWMC Stock Holding History

TD Private Client Wealth’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279 Buy
+122
New +$379 ﹤0.01% 1623
2022
Q2 		– Sell
-2,212
Closed -$10K – 1295
2022
Q1 		$10K Buy
+2,212
New +$10.7K ﹤0.01% 1041

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TD Private Client Wealth's UWMC Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in UWM Holdings (UWMC) in Q2 2026: 122 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in UWMC as recently as Q1 2022.

TD Private Client Wealth first reported a position in UWMC in Q1 2022 and has held it in 2 quarters since. The position peaked at $10K in Q1 2022. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • TD Private Client Wealth held 122 shares of UWM Holdings worth $279 as of Q2 2026.
  • UWM Holdings was a new TD Private Client Wealth position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1623 holding.
  • TD Private Client Wealth first reported a position in UWM Holdings in Q1 2022 and has held it in 2 quarters since.
  • TD Private Client Wealth's UWM Holdings position peaked at $10K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.